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Megan joined Planwell in 2018 and immediately proved herself to be a valuable member of the team.
Beginning in Administration, Megan quickly moved on to an associate role under the watchful eye of the highly respected Jan Ellis. She then became an accredited and licensed Financial Adviser in late 2021. Megan is eager to advance her education and is currently studying her Masters in Financial Planning, while working full time and trying to maintain a social life!
Megan’s hard work and motivation was obvious from the start and she is looking forward to working with clients to improve their financial situation and get them inspired about their financial futures.
When she’s not at work, Megan enjoys catching up with family and friends and is always on the lookout to find the best places to have long brunches. She loves her coffee – especially when it’s an espresso…martini.
Megan is keen to continue the travel adventures she started at an early age as she enjoys exploring new places and meeting new people.